Client Services Manager, Family Office

Company OverviewThe DL Family Office is a dynamic and forward-thinking organization dedicated to delivering exceptional wealth management solutions. As a Strategic Client Partnership Lead, you will play a vital role in building long-term relationships with high-net-worth individuals and families.

DL Family Office Job Title: Senior Wealth Management Advisor Job Description:We are seeking an experienced Senior Wealth Management Advisor to join our team at DL Family Office. In this role, you will be responsible for building and maintaining strong relationships with high net worth (HNW) and ultra high net worth (UHNW) family clients. Main...

Responsibilities Build and maintain strong relationship with HNW & UHNW family clients. Identify customers’ needs and provide appropriate customized solutions primarily in regard to wealth management issues. Provide market information, professional advice and high-quality services to clients, encompassing various areas such as legal, trust, tax planning...

Job OverviewWe are seeking a highly skilled Strategic Business Operations Manager to join our team at DL Family Office.

Client Services Assistant Manager/Manager, Asian-Based Family Office Expansion Headcount in the HK Office Sales assistant, operations & regulatory support Friendly working environment Our Client Representing our Asian-based family office and SFC-regulated entity, with offices located in Hong Kong, Taiwan, and SE Asia, to search for a trilingual client...

Responsibilities Good understanding on financial knowledge and regulations including tax systems, legal compliance, investments, asset management, and legacy planning Liaise with business units within the company and outside entities to support business development and operation. Be a source of proposals and actively engage in improving business efficiency....

Single-Family Office Financial Management of the Investment Portfolio Our client is a single-family office based in Hong Kong who has a need to recruit a high calibre candidate to join them. You will be responsible for various aspects of the family office on accounting, finance, internal control and administration to ensure smooth and efficient operations...

King Deux Search & Consulting is a renowned executive search firm specializing in bespoke talent solutions for financial services and commerce.We are committed to delivering exceptional results that exceed our clients' expectations, leaving a lasting legacy beyond the hiring process.About Your OpportunityA prominent family office in Asia seeks an experienced...

About Northern TrustNorthern Trust Corporation is a globally recognized, award-winning financial institution with over 130 years of experience in providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.Our company remains true to its enduring principles of service, expertise, and integrity,...

Our client is a multi-family office based in Hong Kong, dedicated to providing solutions to high-net-worth individuals and families. We are seeking a dynamic and results-driven Immigration Sales Consultant, you will be responsible for guiding clients through the immigration process, offering personalized consultation, and driving sales for our immigration...

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training...

Key Responsibilities Build and maintain strong relationships with clients, ensuring a high level of service and client satisfaction. Provide strategic financial advice, including investment management, estate planning, and risk management tailored to the unique needs of Chinese families. Monitor and analyze investment portfolios, offering insights and...

My client is the multi family office department of one prestigious Chinese Financial Institution.   Scope of Responsibilities: Collaborate with Relationship Managers to deliver professional investment planning services Identify customers needs and match their needs with appropriate products and services Assist Relationship Managers in conducting portfolio...

Head of Family Office Solutions Job OpportunityWe are seeking an experienced professional to spearhead the development of family office solutions at our esteemed partner's renowned family office in Asia.About Your CompanyOur client is one of the most respected families in Asia with a vast network in alternative investments. With strong support from the...

About the RoleWe are seeking a high-calibre Senior Officer to join our Client Services team at HSBC Private Bank. As a key member of our team, you will be responsible for delivering exceptional client service and support to our business owners and their families. Your expertise in client relationship management, business operations, and communication skills...

Job DescriptionWe are seeking a highly experienced finance manager to join our client's single-family office in Hong Kong. The ideal candidate will have a minimum of 10 years of relevant experience in finance and accounting.About the RoleFinancial Management of the Investment Portfolio: You will be responsible for managing the financial aspects of the...

King Deux Search & Consulting is a renowned executive search firm providing tailored talent solutions across financial services and commerce.We strive to not only find the right opportunity for our candidates but also create a lasting impact beyond the hiring process.About Your PartnerOur esteemed client is one of the most prominent families in Asia with an...

About the RoleWe are seeking an experienced Strategic Family Office Account Manager to join our team at Global Executive Consultants Ltd.

Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

Responsibilities: Work closely with Relationship Manager to provide the initial proposal of tax / trust / family office structure for clients, and build up and maintain long term business relationships with the tax adviser, lawyer, trustee to cater for wealth planning needs Develop business strategy to meet the market competition, challenges and the...